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401(k)s and IRAs: Significant Differences to Your Estate Planning

February 2, 2018
John Mangan, Esq.
401(k)s and IRAs: Significant Differences to Your Estate Planning

Many estate plans include strategies to reduce estate taxes and transfer wealth to beneficiaries with the least tax burden possible. But what happens to the funds in retirement accounts when the account holder passes away? Retirements funds often represent the bulk of an individual’s liquid assets, so it’s natural that 401(k)s and IRAs can make significant differences to your estate planning. Dealing with Tax Read More


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Lawyer John Mangan | Featured Attorney Probate

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901 SW Martin Downs Blvd.
Ste. 205
Palm City, FL 34990
Tel:772-324-9050
Email: info@JManganLaw.com
Serving clients throughout Stuart, Palm City, Jensen Beach, Hobe Sound, Port St. Lucie, Jupiter, Martin County, the Treasure Coast, and the state of Florida.

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